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April '24 Stock Pick
A solid margin of safety with asymmetric upside returns. Heads I win big, tails I don't lose much. I'm putting some chips in.
Apr 7
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Michael Kandolin
2
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April '24 Stock Pick
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March 2024
Builders FirstSource
Collected thoughts on the name I should have paid attention to long ago.
Mar 30
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Michael Kandolin
7
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Builders FirstSource
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1
Frontier, Continuing to Turn Copper into Gold
EBITDA had positive growth YoY for the first time in a decade and the margin profile is changing. It's hard to argue with execution.
Mar 15
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Michael Kandolin
3
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Frontier, Continuing to Turn Copper into Gold
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Bob Robotti's Thesis for LSB Industries $LXU
The chauffeur pitch from Bob's MOI Global Best Ideas 2024 presentation
Mar 9
•
Michael Kandolin
5
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Bob Robotti's Thesis for LSB Industries $LXU
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March '24 Pick
After strong execution I am forcing myself to put some skin in the game after passing multiple times.
Mar 3
•
Michael Kandolin
4
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March '24 Pick
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February 2024
Netflix is Looking Full
After a ~200% return thoughts of trimming or selling have entered my head. Is it the right time to take money off the table or leave it alone?
Feb 21
•
Michael Kandolin
9
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Netflix is Looking Full
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Revisiting Risk With Howard Marks
Going back through the 3 separate chapters on Risk in The Most Important Thing to deepen my understanding of the variable that drives long-term success…
Feb 11
•
Michael Kandolin
6
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Revisiting Risk With Howard Marks
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February '24 Pick
An idea that posses both value and growth characteristics, which could see price appreciation after a massive constraint is removed and their "hidden…
Feb 4
•
Michael Kandolin
3
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February '24 Pick
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January 2024
Taking More Swings
This might fly in the face of all of the mantras of "waiting for the big salmon" but turning over more rocks and taking more swings will help with…
Jan 29
•
Michael Kandolin
7
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Taking More Swings
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January '24 Stock Pick
A situation with a durable risk/reward that one could use to build a nice cornerstone of a portfolio.
Jan 15
•
Michael Kandolin
7
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January '24 Stock Pick
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Introducing A New Tier for WSG 🤠
I want to feel the heat of sticking my neck out and becoming accountable. This will be great way to do it.
Jan 14
•
Michael Kandolin
7
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Introducing A New Tier for WSG 🤠
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November 2023
How to Internalize The Buffett Principals with Peter Keefe
"There’s this huge gap between being able to talk, as you said, fluent Buffett and Mungerese, but actually doing it, boy, is that hard."
Nov 26, 2023
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Michael Kandolin
13
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How to Internalize The Buffett Principals with Peter Keefe
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